QuickBooks Financials Overview Dashboard Template

Template created by Databox Databox
Stay on top of your financial performance with the QuickBooks Financials Overview dashboard template. This interactive dashboard is the perfect fit for business owners, accountants, and CFOs. It displays key financial metrics from QuickBooks, such as Net Income, Cash Increase, Total Expenses, Gross Profit... and more, enabling you to monitor performance, analyze data, and make informed decisions about your financial strategy.

Uses one-click integrations:

  • QuickBooks QuickBooks

If you don’t use QuickBooks, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this QuickBooks Financials Overview Dashboard Template

Connect your Quickbooks account, and you can learn the following:

  • How to keep track of your profit and loss? By keeping an eye in real-time on your main profit and loss metrics, you will be able to see any major changes that happen during a week, month, or quarter, and this will help you take action that can help reduce some major issues that might come up.
  • How to view a clear comparison of your revenue and expenses? By seeing your revenue and expenses side by side, you can easily detect if there is a major change in one or both of these metrics. Ideally, your revenue should be significantly higher than your expenses, but if there are any sudden or visible changes, you can easily detect them and take steps to find the cause and remove them.
  • How to track net profit and net cash flow? Net profit is a profitability measure that tells you how much money your business made during the period after accounting for your expenses. While net cash flow is a profitability metric that represents the amount of money produced or lost by a business during a given period. By regularly tracking these two metrics you can see how well your business is doing in real time - the higher the net income, the better the profit and the more efficient your business is operating.
  • How do I track my expenses? Track and manage your business expenses daily, weekly, and monthly by category. Tracking your business expenses helps you see exactly where your money goes. It also helps cut down on wasteful spending and be better prepared for tax season.

Pull additional data using our robust integration with Quickbooks.

What other financial metrics can you track and visualize with our integration with Quickbooks? Almost anything:

  • Cash flow forecast
  • Customer balance
  • Income & Sales by customer
  • Purchases by vendors
  • Inventory valuation
  • Budget & forecasting

In Databox, there are dozens of Quickbooks metrics already built and ready for you to visualize in a variety of different ways. With Metric Builder and Data Calculations, the range of different metrics and metric combinations you can track from Quickbooks widens.

Read more about Databox’s Quickbooks integration.

Explore more QuickBooks dashboards.

QuickBooks QuickBooks metrics included in this template
  • Cost of Goods Sold (Cash)

    Cost of Goods Sold (Cash) is a financial metric that calculates the direct costs incurred in producing goods or services sold during a specific period, reflecting the cash outflows related to inventory, manufacturing, and raw materials.

  • Net Profit Margin %

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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